DFUS vs SCHB

ADFUS

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,273DFUS · SCHB $16,705

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common94.5%DFUS and SCHB

DFUS

SCHB

Dimensional U.S. Equity ETF · $20.9BSchwab U.S. Broad Market ETF · $43.2B

+22.0%3 years · per year$18,179 · $18,080+21.8%

+11.6%5 years · per year$17,273 · $16,705+10.8%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $106 on $10k1.06%

−9.0%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins14.0%

2–4SCHB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFUS · SCHB

7.0%AAPL7.0%

6.2%NVDA6.3%

5.6%MSFT5.5%

3.8%AMZN3.6%

Held in common94.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+2.6%	+11.6%	+13.9%	+22.0%	+11.6%	−9.0%	$20.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+2.6%	+11.6%	+13.9%	+22.0%	+11.6%	−9.0%	$20.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs SCHB

DFUS

Dimensional U.S. Equity

$17,273

SCHB

Schwab U.S. Broad Market

$16,705

MeasureDFUSSCHB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.88%1.06%

5 years, per year+11.6%+10.8%

3 years, per year+22.0%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.1%14.0%

4–2measures won
SCHB first

94.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFUS, SCHB, VUG, IWF

Today

94.5%most shared, DFUS and SCHB

DFUSSCHBVUGIWF

DFUS—94.5%50.8%53.5%

SCHB94.5%—50.3%52.9%

VUG50.8%50.3%—78.1%

IWF53.5%52.9%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DFUS$88 − $9 = $79

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee